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Alpha Financial Partners’s American Tower AMT Stock Holding History

Alpha Financial Partners’s Portfolio AMT Stock Details AMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,118
Closed -$229K – 93
2023
Q1 		$229K Sell
1,118
-49
-4% -$10.3K 0.26% 86
2022
Q4 		$247K Buy
+1,167
New +$243K 0.3% 67

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Alpha Financial Partners's AMT Position: Q2 2023 in Review

Alpha Financial Partners sold out of American Tower (AMT) in Q2 2023, closing a stake of 1,118 shares — an estimated $229K sold.

Alpha Financial Partners first reported a position in AMT in Q4 2022 and held it in 2 quarters. The position peaked at $247K in Q4 2022. 1,686 funds tracked by Wall St. Rank hold AMT as of Q2 2023.

  • Alpha Financial Partners reported no remaining American Tower position as of Q2 2023 after selling out during the quarter.
  • Alpha Financial Partners sold 1,118 American Tower shares in Q2 2023, an estimated $229K.
  • Alpha Financial Partners first reported a position in American Tower in Q4 2022 and held it in 2 quarters.
  • Alpha Financial Partners's American Tower position peaked at $247K in Q4 2022.
  • 1,686 funds tracked by Wall St. Rank held American Tower as of Q2 2023.

Based on Alpha Financial Partners's 13F filing for Q2 2023, filed 27 Jul 2023.